Civic Intelligence

Hart Family Foundation Co Tivoli Asset Management

990PF • Fiscal year 2018 • EIN 94-3302539

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile
1100 Larkspur Circle Suite 290Larkspur, CA 94939

(415) 898-4802

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

2nd percentile

-229%

Higher net margin than 2% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$20,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 27.9% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

14th percentile

-9.4%

Faster asset growth than 14% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

263%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,593,315

Down $164,377 (-9.4%) from 2017

Net Assets

Down

$1,593,315

Down $164,377 (-9.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin2nd percentile

Revenue

Up

$71,742

Up $52,001 (+263%) from 2017

Expenses

Up

$236,119

Up $70,927 (+43%) from 2017

Net Income

Down

-$164,377

Down $18,926 (-13%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $2,254,533Liabilities 2010: $0Net Assets 2010: $2,254,5332010Assets 2011: $2,025,998Liabilities 2011: $0Net Assets 2011: $2,025,9982011Assets 2012: $1,825,609Liabilities 2012: $0Net Assets 2012: $1,825,6092012Assets 2013: $1,748,727Liabilities 2013: $0Net Assets 2013: $1,748,7272013Assets 2014: $2,019,219Liabilities 2014: $0Net Assets 2014: $2,019,2192014Assets 2015: $2,033,764Liabilities 2015: $02015Assets 2017: $1,757,692Liabilities 2017: $0Net Assets 2017: $1,757,6922017Assets 2018: $1,593,315Liabilities 2018: $0Net Assets 2018: $1,593,3152018Assets 2019: $894,287Liabilities 2019: $0Net Assets 2019: $894,2872019Assets 2020: $752,276Liabilities 2020: $0Net Assets 2020: $752,2762020Assets 2021: $761,515Liabilities 2021: $0Net Assets 2021: $761,5152021Assets 2022: $711,123Liabilities 2022: $0Net Assets 2022: $711,1232022Assets 2023: $602,352Liabilities 2023: $0Net Assets 2023: $602,3522023Assets 2024: $536,502Liabilities 2024: $0Net Assets 2024: $536,5022024

Highlighted filing

2018

Assets$1,593,315
Liabilities$0
Net Assets$1,593,315
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$500K$0-$500K-$1.0MExpenses 2010: $169,6612010Expenses 2011: $190,9782011Expenses 2012: $245,2652012Revenue 2013: $80,403Expenses 2013: $157,285Net Income 2013: -$76,8822013Revenue 2014: $353,121Expenses 2014: $82,629Net Income 2014: $270,4922014Revenue 2015: $124,374Expenses 2015: $109,829Net Income 2015: $14,5452015Revenue 2017: $19,741Expenses 2017: $165,192Net Income 2017: -$145,4512017Revenue 2018: $71,742Expenses 2018: $236,119Net Income 2018: -$164,3772018Revenue 2019: -$335,116Expenses 2019: $360,828Net Income 2019: -$695,9442019Revenue 2020: $82,364Expenses 2020: $225,285Net Income 2020: -$142,9212020Revenue 2021: $253,258Expenses 2021: $234,003Net Income 2021: $19,2552021Revenue 2022: $127,698Expenses 2022: $185,841Net Income 2022: -$58,1432022Revenue 2023: $80,392Expenses 2023: $189,282Net Income 2023: -$108,8902023Revenue 2024: $30,432Expenses 2024: $96,282Net Income 2024: -$65,8502024

Highlighted filing

2018

Revenue$71,742
Expenses$236,119
Net Income-$164,377
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH H ARMSTRONG CO TIVOLI ASPresidentPT$20,000-$20,000
KATHERINE E HART CO TIVOLI ASSET MChairman-$0--
DENNIS HART CO TIVOLI ASSETVP/Treas-$0--
CHRISTOPHER HART CO TIVOLI ASSETSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Hart Family Foundation
EIN
94-3302539
Phone
4158984802
Address
1100 LARKSPUR CIRCLE SUITE 290, LARKSPUR, CA 94939

Signing Officer

Name
Elizabeth H Armstrong
Title
President
Phone
4158984802
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Richey May & Co Llp
Address
9605 S KINGSTON CT SUITE 200, ENGLEWOOD, CO 80112
Preparer
Steven D Putnam
Phone
3037216131
Raw XML AppendixShowing 400 of 595 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VII-B, QUESTION 1A AND 1C
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1PART VII-B, QUESTION 3B
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0IN 2016 AND 2017, HART FAMILY FOUNDATION (THE "FOUNDATION") PURCHASED FOUR MORTGAGE LOANS FROM FIRST CALIFORNIA MORTGAGE COMPANY ("FCMC") FOR INVESTMENT PURPOSES UNKNOWING THAT SUCH PURCHASES WOULD BE CONSIDERED AN ACT OF SELF-DEALING DUE TO DISQUALIFIED PERSONS OWNING MORE THAN A 35% INTEREST IN FCMC. IN 2018, THE FOUNDATION MADE TWO SEPARATE INVESTMENTS IN FIRST CALIFORNIA LENDING SOLUTIONS ("FCLS") FOR A MIX OF CHARITABLE AND INVESTMENT PURPOSES IN THE TOTAL AMOUNT OF $100,000, WITHOUT KNOWING THAT SUCH INVESTMENTS WOULD BE AN ACT OF SELF-DEALING DUE TO DISQUALIFIED PERSONS OWNING MORE THAN A 35% INTEREST IN FCLS.WITH RESPECT TO BOTH THE UNCORRECTED ACTS OF SELF-DEALING FROM PRIOR YEARS NOTED ABOVE AND THE ACT OF SELF-DEALING FROM 2018, THE FOUNDATION IS IN THE PROCESS OF PREPARING, WITH ADVICE OF COUNSEL, A FORM 4720 THAT WILL PROVIDE DETAILED INFORMATION ON SUCH TRANSACTIONS AND ADDRESS THE CORRECTION AND AMOUNT OF TAX OWED BY THE FOUNDATION. THE FOUNDATION WILL FILE THE FORM 4720 AS SOON AS REASONABLY POSSIBLE, AFTER IT HAS OBTAINED SUFFICIENT LEGAL GUIDANCE REGARDING THE CALCULATIONS AND CORRECTION.BASED ON THE FOUNDATION'S CURRENT INFORMATION AND UNDERSTANDING, THE FOUNDATION EXPECTS THAT THE AGGREGATE AMOUNT INVOLVED FOR ALL ACTS OF SELF-DEALING IS LESS THAN $1,000,000.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1BY VIRTUE OF THE FOUNDATION'S MORE THAN 2% PERCENTAGE INTEREST IN FCLS (REFERENCED IN THE FOOTNOTE TO PART VII-B, QUESTION 1A AND 1C) AND DISQUALIFIED PERSON OWNERSHIP OF FCLS, THE FOUNDATION HAD AN EXCESS BUSINESS HOLDING IN FCLS DURING 2018. THE FOUNDATION IS IN THE PROCESS OF PREPARING, WITH ADVICE OF COUNSEL, A FORM 4720 THAT WILL PROVIDE DETAILED INFORMATION ON THE EXCESS BUSINESS HOLDING AND ADDRESS THE CORRECTION AND AMOUNT OF TAX OWED BY THE FOUNDATION. THE FOUNDATION WILL FILE THE FORM 4720 AS SOON AS REASONABLY POSSIBLE, AFTER IT HAS OBTAINED SUFFICIENT LEGAL GUIDANCE REGARDING THE CALCULATIONS AND CORRECTION.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1013608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1126152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt147413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GARRETT MOTION INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CL I #1212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CIBC ATLAS INCOME OPPORTUNITIES FUND INST.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ALLIANCE DATA SYSTEMS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4AMERICAN EXPRESS CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ANADARKO PETE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6COLGATE PALMOLIVE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CL I #1212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MCKESSON CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9NEUBERGER BERMAN EQUITY INCOME FUND INS #1818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10OMNICOM GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PRAXAIR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12RESIDEO TECHNOLOGIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13RESIDEO TECHNOLOGIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt045937
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-164377
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01593315
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01757692
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01593315
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt071721
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt071721
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt071721
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt071721
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01861530
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt058
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt058
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02757634
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02757634
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02703
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt030261
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt030261
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01134631
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0877994
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01146267
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt054290
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt056017
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02107
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01727
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01727
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt0550868
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt0550868
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt0550868
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt010174
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt09814
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt09814
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-999942
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1164319
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt057209
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt022593
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt022593
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01757692
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01593315
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01861530
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01757692
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01593315
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01757692
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01593315
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01456256
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0206293
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01249963
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021844
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt071721
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01434412
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01456256
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHERINE E HART CO TIVOLI ASSET M
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH H ARMSTRONG CO TIVOLI AS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DENNIS HART CO TIVOLI ASSET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CHRISTOPHER HART CO TIVOLI ASSET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01100 LARKSPUR CIRCLE SUITE 290
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11100 LARKSPUR CIRCLE SUITE 290
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21100 LARKSPUR CIRCLE SUITE 290
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31100 LARKSPUR CIRCLE SUITE 290
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LARKSPUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LARKSPUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LARKSPUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LARKSPUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094939
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194939
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294939
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394939
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt060425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt060425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt098731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt064695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt047743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt039713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0126308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.066404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.035736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.023417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.019631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.065436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01434412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01486830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01810384
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02038846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02022991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01930246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0117214
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.210624
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0117214
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0117214
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0117214
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd01
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd01

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,593,315
Liabilities
$0
Net assets
$1,593,315
Revenue
$71,742
Expenses
$236,119
Net income
-$164,377
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.03$0.10$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.08$0.19$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.13$0.19$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.25$0.23$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.08$0.23$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.34$0.36$0.70
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.07$0.24$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.02$0.17$0.15
2015Summary only. Only limited summary data is available for this year.$2.03$0.00$0.12$0.11$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.35$0.08$0.27
2013Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.08$0.16$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.25
2011Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.19
2010Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.17